See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $27,608 |
HUNGERFORD NICHOLS1 year Filed as: HUNGERFORD Service code 10 · EIN 38-2184825 | Accounting | $8,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,048 | $69,763-75.6% | $67,502-74.7% | $74,495-77.1% |
| Participation rate | 94.1% | 71.4%+22.7pp | 72.9%+21.2pp | 67.2%+26.9pp |
| Annual return | 26.20% | -40.34%+66.5pp | 3512.12%-3485.9pp | 1364.94%-1338.7pp |
| Employer contribution / active EE | $850 | $2,704-68.5% | $2,731-68.9% | $2,623-67.6% |
| Participant deferral / active EE | $3,326 | $3,636-8.5% | $4,000-16.8% | $4,346-23.5% |
| Admin fee / account holder | $127 | $896-85.8% | $3,998-96.8% | $1,942-93.4% |